Document Builder Basics

Document Builder is a tool that lets you generate documents from a template, automatically filling in parts of it with the appropriate data; then lets you make modifications to the one document without interfering with the template. This lets it adapt to a myriad of situations, like Auction Proposals, Seller Contracts, Bidder Guidelines, and even Appraisal Reports (when using Appraisal Builder Pro). Once the template is saved it can be used to generate as many documents as needed without having to worry about having to start a new document from scratch every single time. 

When using this tool, the template contains information that will be used in the document, such as:

  • The sections to be included in the document.
  • The look and feel of the text in the document.
  • What images are to be included by default.
  • Placeholders for images to be uploaded by the user.
  • What information is included with the document from the very start.
  • What information the user will needs to choose or enter after the document is created.

Docbuilder, for short, has another feature that increases its power and usefulness: it can pull information from elsewhere in Wavebid, like customer information, saving you the time and effort of entering all of this data time and time again. You can just configure it in the template, generate a document, and then in the document editor choose the data to be pulled or to be entered manually.

Basic Concepts

There are a few concepts to keep in mind as they are the building pieces that make Docbuilder such a powerful tool. This is just a quick introduction but you’ll be able to find more information about fields, blocks, sections and templates in their respective articles.

Fields

These are the very foundation of Docbuilder. Fields are placeholder codes marked like {{FIELD}} that in turn get filled in with the data you want to appear once a document is generated. You can adjust their appearance to your liking and there are various types available for use. When a field is added to a template it will appear in every document generated from the template and the document will then display options to choose or enter the data in the document editor. When a field is added to a document it will not have any effect upon the template.

Blocks

They are fragments of text that can include fields, headers, pre-written paragraphs, columns, tables, or images. The text can then be formatted whichever way is preferred and Docbuilder has pre-built blocks to save you time and effort.

Sections

They are containers for your blocks of text that can be saved as part of a template, allowing you to reuse them repeatedly across your templates. Sections can be created from scratch by adding blocks, or they can be copied from Wavebid-built sections.

Templates

They are in turn containers for any sections that have been grouped together, containing everything you need to be able to generate documents without any additional configuration. They can be created from scratch using any sections available to you, or copied from any available global template.

Each template can in turn generate as many documents as you need.

Documents

They are the last stage of the Docbuilder process. They are generated from any global or company template available in your account. Once the document exists you can modify it through the document editor, entering data required by the fields. Once this process is complete you can create the finalized document in PDF format.

When working with documents it is important to remember that all customizations will not flow back to the template, including the addition of fields, blocks, or sections. 

Locations

These are the locations in which you can access Docbuilder.

  • My Links > Company > Document Builder > Admin

    Through this page you will be able to view the templates available This page will let you access the templates available to you, or start creating a new template that you can then use to generate documents from.

  • My Links > Company > Document Builder > Documents

    Through this page you can see the documents that you have created so far, regardless of the workspace they happen to be in (Auction, Inventory, Appraisal). This lets you open the document editor for a specific document quickly without first going to a workspace.

  • Dashboard > Appraisal > Documents > Document List

    When using Appraisal Builder Pro, you’ll see the list of documents for a single appraisal workspace through this link.

Please be aware these tools are quite complex in their functionality and it is easy to become confused. Should this happen please contact us via phone or through the Support Widget and we’ll assist you to the best of our ability.

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